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🔋Greg🔋💎🤲 @FreemyerGreg on x 1030 followers
Created: 2025-07-24 07:26:35 UTC
Re: "23.3% of sales price"
The slide says that at scale COGS will be XXXX% of the launch COGS.
Thus, if it cost $1000/KWh to make Z3 at the launch almost X years ago, it costs $233/KWh at scale.
And Joe defined scale for that slide to be X GWh/yr run rate. I am claiming we are very close to that run rate.
I don't know what launch COGS was.
XX engagements
